See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,276 | $109,327-72.3% | $89,391-66.1% | $158,922-80.9% |
| Participation rate | 85.7% | 74.3%+11.5pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 20.54% | 345.68%-325.1pp | 245.62%-225.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $3,376 | $3,170+6.5% | $2,586+30.6% | $4,761-29.1% |
| Participant deferral / active EE | $5,844 | $4,598+27.1% | $3,890+50.2% | $5,982-2.3% |
| Admin fee / account holder | $381 | $6,153-93.8% | $4,881-92.2% | $11,246-96.6% |